Drew is passionate about helping people through financial planning to positively impact lives. He has received his BS in Finance from Virginia Tech, holds the Series 65 license and will be completing the Certified Financial Planner (CFP®) requirements by the end of 2020.
Drew is passionate about helping people through financial planning to positively impact lives. He has received his BS in Finance from Virginia Tech, holds the Series 65 license and will be completing the Certified Financial Planner (CFP®) requirements by the end of 2020.
September 25, 2020
Financial Planning, Retirement Planning
Deciding Between a Traditional and a Roth 401(k) Most people have one of two feelings when asked about saving for retirement. The first is usually the feeling of being overwhelmed – thinking there are too many deferment options, too many funds to choose from, and that they have no idea where to begin. While I cannot deny the... Read more
August 21, 2020
Financial Planning, Retirement Planning, Wealth Management
Marriage and Money: The Importance of Making Joint Financial Decisions Personal Finance is a very broad term that covers various areas of money management. These topics can range from monthly budgeting and saving, all the way to retirement and estate planning down the road. The philosophy behind how you choose to manage your money relies heavily... Read more
August 14, 2020
Company News, Financial Planning, Retirement Planning, Wealth Management
Rollover Rules for Previously-Required Minimum Distributions for 2020 Expanded A lot has happened since our last tax planning update. States have implemented their own strategies for re-opening, new areas have been impacted by the virus, and it’s rare if you don’t see someone wearing a mask while out and about. With all the uncertainty regarding... Read more
May 22, 2020
Financial Planning, Retirement Planning
Tax Planning and the CARES Act The Corona-virus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. At over 800 pages long, it can be overwhelming to think about all the changes that have come from this legislation. For today, we’ll walk through different segments of the CARES Act that may impact you and what tax... Read more
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